Private Wealth Relationship Manager

1 day ago


Manila, National Capital Region, Philippines Metrobank Full time ₱1,500,000 - ₱2,500,000 per year

Job Summary:

The Relationship Manager is the main touchpoint between the bank and the HNWI segment. The RM is accountable for his customer base's risk appetite and investment profiles, and serves as the primary delivery channel of the bank's brand of customer service. The RM contributes to the bank's business growth by meeting financial targets from these relationship accounts.

Specific Duties and Responsibilities:

  • Coordinates with appropriate parties from the Retail Banking Sector, Institutional Banking Sector, Market Sales Group, Consumer Lending Group for new-to-Private Wealth referrals, and to secure the pre-requisites of PW-referred accounts
  • Works with the PW Support team for the completion of client onboarding requirements
  • Constructs, validates, updates the account's profile to determine the client's banking and investment needs and risk appetite, and recommends appropriate financial solutions accordingly.
  • Conducts regular portfolio reviews as part of the assessment process.
  • Recommends to the Department Head potential markets, client referral resources, and opportunities for an initial dialogue with prospective new-to-bank customers.
  • Ensures existing clients and candidates for on-boarding are introduced to the department head
  • Attends to customers' queries consistent with the bank's customer experience promise, and anticipates and creates other opportunities that will lead to enhanced business relationships
  • Performs other functions that may be required from time to time

Key Result Areas:

  • Profitability
  • Assets Under Management (AUM) Growth
  • Wallet Share Growth
  • Customer Satisfaction
  • Customer Acquisition
  • Acceptable Risk and Audit Ratings
  • AML compliance

Qualifications:

  • Graduate of a Business/finance degree or other related studies, MBA is an advantage.
  • At least 3 years of sales experience in the banking or financial services industry
  • Strong analytical skills
  • Good communication skills and confident in talking to senior clients and internal partners


  • Manila, National Capital Region, Philippines Viventis Search Asia Full time

    Relationship Manager – Private Wealth (Singapore Relocation Opportunity)We are seekingexperienced and client-driven Relationship Managersspecializing inPrivate Wealth Managementto join one of thepremier universal banks and leading financial institutions in the Philippines. This is an exciting opportunity for banking professionals who are ready toexpand...


  • Manila, National Capital Region, Philippines Viventis Search Asia Full time ₱120,000 - ₱360,000 per year

    Job Title:Private Banking Head – Hong Kong MarketLocation:Hong Kong (or currently in Manila with willingness to relocate to Hong Kong)Job Summary:The Private Banking Head will lead the bank's private banking business for the Hong Kong market, driving growth and strengthening client relationships with high-net-worth individuals (HNWIs), family offices, and...


  • Manila, National Capital Region, Philippines JPMorganChase Full time ₱600,000 - ₱1,200,000 per year

    Job DescriptionJoin J.P. Morgan, a global leader in financial services, and make your mark in our Asset & Wealth Management division. Unlock your potential by contributing to our quality control initiatives and driving process improvements.As a Quality Control Team Lead in the Credit Operations group within J.P. Morgan Asset & Wealth Management, you will...


  • Manila, National Capital Region, Philippines JPMorganChase Full time ₱900,000 - ₱1,200,000 per year

    JOB DESCRIPTIONJoin J.P. Morgan, a global leader in financial services, and make your mark in our Asset & Wealth Management division. Unlock your potential by contributing to our quality control initiatives and driving process improvements.As a Quality Control Team Lead in the Credit Operations group within J.P. Morgan Asset & Wealth Management, you will...


  • Manila, National Capital Region, Philippines Q2 HR Solutions Full time ₱900,000 - ₱1,200,000 per year

    Location: BGC/Ortigas/Makati/Alabang/Cebu/Davao BranchRole Purpose:The role is a client facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.The role holder has a responsibility to acquire, cross sell and retain a...


  • Manila, National Capital Region, Philippines Tap Growth ai Full time

    We're Hiring: Relationship Manager We are seeking a dynamic and results-oriented Relationship Manager to cultivate and enhance client relationships, ensuring customer satisfaction and loyalty. The ideal candidate will have excellent interpersonal skills, a strong understanding of client needs, and the ability to drive business growth through effective...

  • Relationship Manager

    2 weeks ago


    Manila, National Capital Region, Philippines Salmon Group Ltd Full time ₱900,000 - ₱1,200,000 per year

    Salmon – Who We Are and What We DoSalmon is a fast-growing consumer FinTech group, founded in July 2022 with the vision of creating the best credit-led, technology-centric bank in Southeast Asia. We chose the Philippines to be our first market and are now a licensed bank and consumer-lending group.Salmon was founded by three Co-founders who built and held...


  • Manila, National Capital Region, Philippines Bogda Peak Central Full time ₱600,000 - ₱1,200,000 per year

    Company DescriptionAt FWD, we don't think insurance should stop at peace-of-mind. We think it should reassure that you've got a trusted partner who's there if you need us. Meaning you can transform those small moments into big reasons to celebrate living.With numerous awards on hand, we believe that building the right culture starts with building the right...

  • Private Nurse

    5 days ago


    Manila, National Capital Region, Philippines Private Advertiser Full time ₱1,200,000 - ₱3,600,000 per year

    We are looking for top-tier private nurses to join the healthcare team of a Prestigious client with meticulous preferences. Patient/Client has refined expectations and a distinguished status. We are looking for respected professional nurses who values excellence, integrity, and compassion in healthcare service.If you are Intelligent, Proactive, Resourceful,...

  • Content Expert

    2 days ago


    Manila, National Capital Region, Philippines Partners Group Full time ₱1,500,000 - ₱2,500,000 per year

    What It's AboutThe Content Expert will be responsible for creating and managing a wide range of reporting, editorial content, and marketing collateral. This includes client reporting, pitchbooks, commercial sections in Private Placement Memorandums (PPMs), investor letters, product update presentations, and materials for due diligence events. The successful...